Commissioned Financial Adviser

oldmutual; Paarl; On-site; ZAR 180,000 - 260,000; Full time

Job summary

Old Mutual is looking for self-motivated individuals with an entrepreneurial spirit to join Africa's leading insurance company. The role focuses on identifying customers' financial needs, providing sound financial advice, and implementing tailored financial plans and solutions.

You will be responsible for procuring new business, expanding sales with existing customers, and working primarily on your own leads, leveraging your network and regulatory qualifications to drive growth.

Qualifications

• Senior Certificate (Matric / Grade 12/ NQF 4) is required.
• 24 months' financial industry experience is required.
• Regulatory Examination/RE5 is required.
• Class of business/CPD points
• A valid Driver's License is required.
• Have your own vehicle or access to a vehicle for work purpose
• Criminal clear

Responsibilities

• Responsible for the procurement of new business.
• Expand sales of products and services with existing customers.
• Work mainly on own leads

Skills

Building Trust

Consultative Selling

Customer-Focused

Customer Service

Customer Understanding

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Senior Certificate / Grade 12

NQF 4 / National or Occupational Certificate

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit for purpose" financial plans and solutions.

• Responsible for the procurement of new business

• Expand sales of products and services with existing customers

• Work mainly on own leads

• Senior Certificate (Matric / Grade 12/ NQF 4)

• 24 months' financial industry experience.

• Regulatory Examination/RE5

• Class of business/CPD points

• A valid Driver's License

• Have your own vehicle or access to a vehicle for work purpose

• Criminal clear

Skills

Building Trust, Consultative Selling, Customer-Focused, Customer Service, Customer Understanding, Direct Selling, Identifying Sales Opportunities, Oral Communications, Probing Questions, Qualifying Prospects, Sales Data Management, Sales Software, Strategic Selling, Strengthening Customer Relationships

Competencies

Action OrientedBalances StakeholdersBuilds NetworksCollaboratesCommunicates EffectivelyCustomer FocusDrives ResultsEnsures Accountability

Education

NQF Level 4 - Grade 12, School leaving Certificate, National or Occupational Certificate or equivalent

Closing Date

19 October 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!